Quincy Cass Associates, Incorporated
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 686
- Registered since
- January 1, 1936
- Website
- www.quincycass.com
Firm profile
FINTRXOverview
Quincy Cass Associates, Incorporated is a small, privately held advisory corporation that has been SEC-registered since 1936. The firm is owned by individuals and is classified as unclassified within the dataset. Reported activity shows it operates as a discretionary manager (all reported AUM is discretionary), is not a multi-state adviser, does not identify as an active ESG investor, and is not listed as a pension consultant or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Mark Minichiello
Chief Executive OfficerCRD 1863304
Daniel Guay
Chief Financial OfficerCRD 4015808
Deanna Adams
Chief Investment OfficerCRD 7475707
Contacts
3 of 5
Aden Schwartz
Equity Research AnalystCRD 7961116
Guadalupe Benitez Chavez
ShareholderCRD 4524777
Rebecca Terrazas
Executive Vice PresidentCRD 4745911
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 11111 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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